The Portfolio Select Series Process

Consider your clients' investment objectives, risk tolerance and investment horizon to determine the portfolio that fits them best. Determine which of the nine portfolios is appropriate for your client. Add your own value by customizing to meet your client's particular needs. Generate Investment Policy Statement to reflect client's profile and choices. Submit order to CI Investments. Managed Portfolios
– Automatically rebalanced

Custom Accounts
– Optional rebalancing

All clients receive personalized quarterly statements. Portfolio Review published quarterly.

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